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Get Institutions for : 
Ishares Ibonds Dec 2025 Term Corporate ETFA (IBDQ)  
$24.80 0.01 (0.04%) as of 4:30 Fri 5/24


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 309    23
Total shares held : 
 70,625,156  
% of shares held : 
 22.6%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   116  
Amount of shares held : 
 4,522,614  
% of shares held change : 
   1.45%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $24.30  
Last Quarter's Ending Price : 
 $24.76  
Last Quarter's Average Price : 
 $24.50  
Change from last quarter's     
avg. price to the last closing  : 
0.30 (1.22%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
39
 1,217,075
 1.72%
 
Increased Positions :
154
 9,687,172
 13.72%
 
Unchanged Positions :
55
 987,891
 1.4%
 
Decreased Positions :
61
-4,405,863
-6.24%
 
Closed Positions :
16
-1,975,770
-2.8%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BANK OF AMERICA CORP /DE/ 665 - 2024-03-31 7,267,162 $180,298,000 489,883
   MERCER GLOBAL ADVISORS INC /ADV 84 - 2024-03-31 2,391,368 $59,330,000 731,221
   HM PAYSON & CO 28 - 2023-12-31 2,124,122 $52,593,000 414,869
   ENVESTNET ASSET MANAGEMENT INC 677 - 2024-03-31 1,977,723 $49,067,000 338,201
   CAPITAL ADVISORS INC/OK 34 - 2024-03-31 1,803,360 $44,741,000 147,980
   AMERIPRISE FINANCIAL INC 881 - 2024-03-31 1,708,259 $42,430,000 116,986
   WELLS FARGO & CO/MN 812 - 2024-03-31 1,555,030 $38,580,000 26,485
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 318 - 2024-03-31 1,528,694 $37,927,000 91,642
   ROYAL BANK OF CANADA 881 - 2024-03-31 1,350,690 $33,512,000 380,989
   US BANCORP 234 - 2024-03-31 1,340,314 $33,253,000 53,739
   Gratus Wealth Advisors LLC 6 - 2024-03-31 1,076,626 $26,614,000 87,412
   STIFEL FINANCIAL CORP 455 - 2024-03-31 1,042,747 $25,871,000 59,938
   Kathmere Capital Management LLC 8 - 2024-03-31 1,011,562 $25,097,000 72,581
   Sound View Wealth Advisors Group LLC 3 - 2024-03-31 1,005,183 $24,939,000 165,610
   SIGMA INVESTMENT COUNSELORS INC 13 - 2024-03-31 976,169 $24,219,000 4,421
   CAPTRUST FINANCIAL ADVISORS 213 - 2024-03-31 823,299 $20,426,000 107,327
   COMMONWEALTH EQUITY SERVICES LLC. 509 - 2024-03-31 769,177 $19,083,000 89,011
   Glenview Trust Co 66 - 2024-03-31 754,267 $18,713,000 93,927
   RAYMOND JAMES & ASSOCIATES 828 - 2024-03-31 719,164 $17,842,000 44,309
   BB&T CORP 456 - 2024-03-31 712,877 $17,686,000 9,932
   BENJAMIN F. EDWARDS & COMPANY INC. 88 - 2024-03-31 712,257 $17,671,000 83,078
   Capital Investment Advisors LLC 69 - 2024-03-31 659,879 $16,372,000 31,729
   Keeler Thomas Management LLC 2 - 2024-03-31 655,094 $16,265,000 44,376
   HOWLAND CAPITAL MANAGEMENT INC 39 - 2024-03-31 654,271 $16,232,000 70,856
   SUMMIT ASSET MANAGEMENT, LLC 12 - 2024-03-31 586,460 $14,550,000 18,644
   MCF Advisors LLC 15 - 2024-03-31 556,516 $13,807,000 1,249
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 359 - 2024-03-31 540,152 $13,401,000 63,025
   CREATIVE PLANNING 347 - 2024-03-31 523,885 $12,998,000 122,296
   BUFFINGTON MOHR MCNEAL 14 - 2024-03-31 516,120 $12,805,000 23,684
   ARROW FINANCIAL CORP 18 - 2024-03-31 512,829 $12,723,000 16,867
   Journey Advisory Group LLC 16 - 2024-03-31 487,082 $12,085,000 471,082
   CWM LLC 262 - 2024-03-31 482,027 $11,959,000 83,245
   GUARANTY TRUST CO OF MISSOURI /MO/ 68 - 2024-03-31 470,009 $11,661,000 16,817
   Kestra Advisory Services LLC 300 - 2024-03-31 424,133 $10,523,000 85,724
   Strid Group LLC 9 - 2024-03-31 412,093 $10,224,000 115,646
   Global Retirement Partners LLC 61 - 2024-03-31 374,989 $9,303,000 54,469
   RENAISSANCE TECHNOLOGIES LLC 1059 - 2024-03-31 357,201 $8,862,000 112,191
   LYELL WEALTH MANAGEMENT LP 45 - 2024-03-31 310,508 $7,704,000 12,280
   HAMEL ASSOCIATES INC. 16 - 2024-03-31 300,855 $7,464,000 11,114
   LEAVELL T & ASSOCIATES INC 66 - 2024-03-31 297,651 $7,385,000 4,421
   Day & Ennis LLC 9 - 2023-12-31 290,332 $7,189,000 248,479
   Kesler Norman & Wride LLC 17 - 2024-03-31 285,635 $7,087,000 23,247
   Atria Wealth Solutions Inc. 262 - 2024-03-31 279,459 $6,933,000 582
   Peloton Wealth Strategists 9 - 2024-03-31 274,785 $6,817,000 7,875
   Houlihan Financial Resource Group Ltd. 8 - 2024-03-31 263,582 $6,539,000 28,742
   InterOcean Capital Group LLC 98 - 2024-03-31 246,671 $6,120,000 5,129
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 254 - 2024-03-31 239,058 $5,931,000 69
   SANDY SPRING BANK 85 - 2024-03-31 230,262 $5,713,000 117
   IFP Advisors Inc 82 - 2023-12-31 223,764 $5,540,000 15,049
   Leo Wealth LLC 36 - 2024-03-31 204,977 $5,085,000 17,125
   Laurel Wealth Advisors LLC 33 - 2024-03-31 200,618 $4,977,000 31,434
   MADDEN ADVISORY SERVICES, INC. 11 - 2024-03-31 184,489 $4,577,000 26,730
   Iron Financial LLC 11 - 2024-03-31 183,252 $4,546,000 243
   Asset Dedication LLC 62 - 2024-03-31 180,635 $4,458,000 78,996
   Private Advisor Group LLC 505 - 2024-03-31 174,032 $4,318,000 27,246
   OGOREK ANTHONY JOSEPH /NY/ /ADV 19 - 2024-03-31 173,804 $4,312,000 1,295
   H D Vest Advisory Services 343 - 2024-03-31 171,606 $4,258,000 100,123
   MML INVESTORS SERVICES LLC 721 - 2024-03-31 167,608 $4,158,000 7,056
   Round Rock Advisors LLC 21 - 2024-03-31 164,856 $4,090,000 41,486
   Krilogy Financial LLC 63 - 2024-03-31 160,052 $3,971,000 9,731
   SAX WEALTH ADVISORS LLC 28 - 2024-03-31 156,503 $3,883,000 23,324
   DROMS STRAUSS ADVISORS INC /MO/ /ADV 12 - 2024-03-31 154,889 $3,843,000 47,103
   SPINNAKER TRUST 84 - 2024-03-31 153,589 $3,811,000 26,837
   CONFLUENCE INVESTMENT MANAGEMENT LLC 137 - 2024-03-31 150,343 $3,730,000 1,303
   Cetera Investment Advisers 1172 - 2024-03-31 142,724 $3,541,000 94,290
   4Thought Financial Group Inc. 11 - 2024-03-31 138,359 $3,433,000 20,616
   ATRIA INVESTMENTS LLC 453 - 2024-03-31 137,597 $3,414,000 1,021
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 961 - 2024-03-31 136,006 $3,374,000 13,139
   WEALTHSOURCE PARTNERS LLC 72 - 2023-12-31 132,858 $3,290,000 105,966
   DEUTSCHE BANK AG 1403 - 2024-03-31 132,111 $3,278,000 60,979
   BFT FINANCIAL GROUP LLC 42 - 2023-06-30 126,143 $3,075,000 47,936
   ASSOCIATED BANC-CORP 144 - 2024-03-31 118,055 $2,929,000 6,066
   SONATA CAPITAL GROUP INC 19 - 2024-03-31 114,609 $2,843,000 14,990
   Rockefeller Capital Management L.P. 865 - 2024-03-31 114,568 $2,842,000 85,406
   Probity Advisors Inc. 32 - 2024-03-31 114,397 $2,838,000 48,578
   Quantum Financial Advisors LLC 27 - 2024-03-31 114,304 $2,836,000 96,702
   WRAPMANAGER INC 30 - 2024-03-31 113,656 $2,820,000 2,848
   Parallel Advisors LLC 191 - 2024-03-31 112,406 $2,789,000 46,425
   J P MORGAN CHASE & CO 2838 - 2024-03-31 102,987 $2,555,000 664
   MONECO Advisors LLC 69 - 2024-03-31 97,775 $2,426,000 24,643
   BENJAMIN EDWARDS INC 56 - 2024-03-31 96,016 $2,382,000 598
   Matthew Goff Investment Advisor LLC 44 - 2024-03-31 95,354 $2,366,000 44,321
   PRECEDENT WEALTH PARTNERS LLC 22 - 2024-03-31 94,932 $2,355,000 11,179
   LifePlan Financial LLC 10 - 2024-03-31 94,714 $2,350,000 3,382
   Ironwood Wealth Management llc 44 - 2024-03-31 90,330 $2,241,000 5,439
   FIRST FIDUCIARY INVESTMENT COUNSEL INC. 40 - 2024-03-31 89,065 $2,210,000 6,695
   Integrated Wealth Concepts LLC 493 - 2024-03-31 87,136 $2,162,000 1,737
   HILLTOP HOLDINGS INC. 112 - 2024-03-31 83,882 $2,081,000 4,716
   THRIVENT FINANCIAL FOR LUTHERANS 1315 - 2024-03-31 83,640 $2,075,000 24,977
   Foundry Financial Group Inc. 18 - 2024-03-31 82,290 $2,042,000 6,381
   Masso Torrence Wealth Management Inc. 22 - 2024-03-31 78,743 $1,954,000 10,624
   FIRST NATIONAL TRUST CO 165 - 2024-03-31 78,419 $1,946,000 19,281
   COLDSTREAM CAPITAL MANAGEMENT INC 206 - 2024-03-31 78,236 $1,941,000 10,501
   PHILLIPS FINANCIAL MANAGEMENT LLC 85 - 2024-03-31 77,651 $1,927,000 14,437
   SMITH MOORE & CO. 104 - 2024-03-31 75,913 $1,883,000 46,512
   McGlone Suttner Wealth Management Inc. 27 - 2024-03-31 75,804 $1,881,000 17,278
   COVINGTON INVESTMENT ADVISORS INC. 57 - 2024-03-31 74,707 $1,853,000 16,270
   MULTIFINANCIAL SECURITIES CORP 867 - 2024-03-31 71,492 $1,774,000 23,753
   4J Wealth Management LLC 18 - 2024-03-31 65,170 $1,617,000 9,598
   Safeguard Financial LLC 22 - 2024-03-31 64,429 $1,598,000 14,408
  100 Records found
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